Scale your portfolio management practice
with an AI-powered stock portfolio manager.
Built for SEBI-registered investment advisers
Alpha desk
Ideas
AWL
Adani Wilmar
7.4 · Strong
Nothing reaches a client book until you say so.
Generate
Approve
Size
Log
The model
Powered by a proven model.
Our proprietary model, Alpha, surfaces the ideas — so you spend less time finding names and more time validating them.
Loading persona books…
You stay in control
The model generates. You approve.
Alpha generates ideas and presents the facts. Only stocks you approve are added to a client portfolio.
Ideas
AWL
Adani Wilmar
7.4 · Strong
Model brief on the desk. Shortlist, reject, or approve — nothing reaches a client book until you say so.
Continuous monitoring
Alpha watches every book. You approve the name once.
The same model that ran the backtest monitors each portfolio. When a name should leave, it is bundled across every client who holds it. One approval.
Exits · this week
1 name
PIDILITIND
Sell · 2 books · 58 shares
Ananya Iyer
40 shares
Rohan Mehta
18 shares
The plans
You remain in control of offerings.
Name the plan, set the fee, pick the cadence. Then assign each customer to one.
Your plans
+ New
Core Advisory
Yearly
₹25,000
SIP Focus
Quarterly
₹8,000
Retainer Lite
Monthly
₹2,500
Collections
Get paid directly in your bank account.
Two-minute payment gateway setup — once. Then month-on-month collections.
Payment log
Razorpay · your account
| When | Customer | Amount | Status |
|---|---|---|---|
| 12 Aug | Meera Joshi Core Advisory | ₹25,000 | paid |
| 8 Aug | Rohan Mehta SIP Focus | ₹8,000 | paid |
| 1 Aug | Vikram Rao Core Advisory | ₹25,000 | created |
Onboarding
Three-step client onboarding.
01
You send the invite.
Ananya Iyer
Invite pending
02
They pay and complete risk.
Rohan Mehta
Awaiting risk
03
The customer goes live.
Meera Joshi
Live
Compliance
Built-in advisory compliance.
What you advised. Whether the client placed the trade in their broker — qty, price, and date — or skipped it. Risk stays on the same file. The log an auditor asks for.
Advisory logs
The file
18 Aug
Meera Joshi
Buy DABUR 80
Placed · 80 @ ₹612
18 Aug
Rohan Mehta
Buy DABUR 40
Skipped
11 Aug
Ananya Iyer
Sell PIDILITIND 40
Not placed yet
Tax
They get the invoice. Your CA gets reports.
It issues the moment they pay — numbered, taxed, done. August is already a file. You don't assemble it.
To the client
Tax invoice
AFZ/26-27/014
Issued on pay
From
PMS Advisory
GSTIN 27••••••••1Z5
Maharashtra
Bill to
Meera Joshi
Place of supply · Karnataka
Core Advisory · yearly
SAC 997152 · 14 Aug 2026
- Taxable
- ₹25,000
- IGST 18%
- ₹4,500
- Total
- ₹29,500
To your CA
August
12 tax invoices · already a file
- Taxable
- ₹1,18,000
- Tax
- ₹21,240
- GSTR-1 · GSTR-3B
- gst-2026-08.csv
Hand it over. Don't rebuild it.
Stay in touch
Alpha stays with the client. You don't chase.
From the first invite through every advised trade, email and WhatsApp go out on their own. Onboarding reminders. Pending tasks. The client stays on the journey — with little to no effort from you.
Ananya Iyer
Hello Ananya, your Alphafolioz account is ready. Set your password here: app.alphafolioz.com
12 Aug ✓✓
Rohan Mehta
Hello Rohan, your advisor is waiting on you to finish setup in the Alphafolioz app.
Yesterday ✓✓
Meera Joshi
Hello Meera, a new stock is ready for your long-term portfolio: app.alphafolioz.com/trades
10:42 ✓✓
Book a demo
Come for the demo. Leave with a number that fits.
A monthly seat for the desk. Then a per-client fee only for the families you put on Alpha. Half an hour — we put your practice on the desk and close with the number.